IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 130.11

Change

-0.73 (-0.56)%

Market Cap

USD 16.21B

Volume

0.89M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-23 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
VOT Vanguard Mid-Cap Growth Index ..

-1.32 (-0.50%)

USD 14.12B
IJK iShares S&P Mid-Cap 400 Growth..

-0.09 (-0.10%)

USD 8.83B
XMMO Invesco S&P MidCap Momentum ET..

+0.60 (+0.49%)

USD 3.81B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-0.06 (-0.06%)

USD 0.98B
ETHO Amplify ETF Trust

-0.48 (-0.86%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

+0.02 (+0.02%)

USD 0.17B
BFOR Barron's 400 ETF

-0.34 (-0.46%)

USD 0.14B
IPO Renaissance IPO ETF

+0.08 (+0.19%)

USD 0.12B
PEXL Pacer US Export Leaders ETF

-0.31 (-0.65%)

USD 0.04B
HAIL SPDR S&P Kensho Smart Mobility

-0.27 (-0.96%)

USD 0.02B

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

-0.33 (-0.74%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.65% 81% B- 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.65% 81% B- 69% C-
Trailing 12 Months  
Capital Gain 17.12% 100% F 84% B
Dividend Return 0.39% 50% F 5% F
Total Return 17.51% 100% F 82% B
Trailing 5 Years  
Capital Gain 74.19% 72% C 68% D+
Dividend Return 3.20% 22% F 6% D-
Total Return 77.39% 72% C 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.16% 44% F 56% F
Dividend Return 5.64% 39% F 50% F
Total Return 0.47% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 24.56% 33% F 39% F
Risk Adjusted Return 22.96% 39% F 41% F
Market Capitalization 16.21B 100% F 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.